See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,717 | $81,233+52.3% | $155,567-20.5% | $80,874+53.0% |
| Participation rate | 68.4% | 66.2%+2.2pp | 78.2%-9.8pp | 67.6%+0.8pp |
| Annual return | 13.55% | 33.33%-19.8pp | 64.74%-51.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $3,155 | $3,101+1.7% | $4,674-32.5% | $2,756+14.5% |
| Participant deferral / active EE | $6,511 | $3,452+88.6% | $5,628+15.7% | $4,297+51.5% |
| Admin fee / account holder | $6,208 | $7,998-22.4% | $15,916-61.0% | $6,935-10.5% |